Wealth Manager - HNI

Roles and Responsibilities :

- The Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.

- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

- Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client management.

- The minimum Entry level Portfolio amount would be Rs 1 crore and above.

- Maintaining client relationships and generating assets under Management (AUM) from preferred clients.

- Advising Affluent clients in conjunction with the Research team, financial planning department, operations team etc on their existing investments managing their overall financial portfolio and deepening the wallet from existing clients.

- Coordinate with the product and research team to make investment decisions for the clients

Requirements:

- Good ability to analyze client data, identify trends, and create lasting impressions through impactful presentations are necessary for the job.

- Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply.

- Impeccable sales skills to handle HNI clients.

- Good Sales negotiator and able to close high ticket sales. Good knowledge of Equity Markets and other Investment assets.

- Mandatory certification required: NISM XA & XB